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creases about 45% for three of the four<br />

cases and for the A6 quality, the stress<br />

increase is still about 20%.<br />

Runout deviations. In the simulations<br />

performed for this paper,<br />

AGMA radial runout was converted<br />

to tangential spacing errors using the<br />

tangent of the pressure angle. The<br />

runout was considered to be sinusoidal<br />

and a sinusoidal train of spacing errors<br />

was simulated. Values are not presented,<br />

but values were roughly equivalent to<br />

those of individual spacing errors of the<br />

“worst- case spacing” of the sinusoidal<br />

errors.<br />

In converting radial runout to<br />

tangential spacing error, the following<br />

equation was used for each gear:<br />

SE = f idT<br />

2 tan ( t<br />

) 360<br />

N T <br />

where,<br />

SE<br />

peak effective spacing error<br />

FidT radial composite tolerance<br />

t<br />

NT<br />

transverse pressure angle<br />

number of teeth<br />

(3)<br />

Summary<br />

An analysis procedure has<br />

been presented that ac counts for<br />

manufacturing accuracies in evaluating<br />

contact stresses, root stresses and load<br />

distribution factors. The same procedure<br />

may be used for other design metrics<br />

such as film thickness, flash temper ature<br />

and transmission error. The increases in<br />

stresses due to profile and lead deviations<br />

are cer tainly significant, being as high<br />

as 26% for the root stresses of the<br />

example quality A8 helical pinion. The<br />

load distribution factor increased 34%<br />

for the same pinion. Spacing variations<br />

provided even higher stress variation,<br />

with root stresses increas ing by as much<br />

as 45% for the A8 spacing error. Although<br />

not shown, contact stresses and<br />

the load distribution factor also increase<br />

significantly when spacing errors are<br />

applied. Also presented in this paper<br />

is a procedure for selecting appropriate<br />

modi fications that compensate for<br />

misalignment and avoid severe corner<br />

contact and tip interference. General<br />

<br />

<br />

Spacing and Runout Deviations<br />

Both of these deviations fall in the<br />

domain of the AGMA quality system,<br />

and so are evaluated using the load<br />

distribution analysis. A scheme for<br />

evaluating these deviations on both<br />

static and dynamic stresses has been<br />

performed (Ref. 15), and this method<br />

could in fact be superimposed upon<br />

the methodolo gy described in this<br />

paper. Here, we shall only per form the<br />

static analysis. It is expected that one<br />

can simply superimpose the spacing<br />

and runout devi ation effects with the<br />

lead and profile deviations, without<br />

introducing much error. So for now, we<br />

will only look at the spacing and runout<br />

deviation effects as separate cases.<br />

Spacing Deviations. Here, we shall<br />

evaluate only the worst case tooth-totooth<br />

spacing deviation and will present<br />

results only for root stresses. There<br />

seem to be two possibilities for creating<br />

a worst-case scenario—the first being<br />

when only one tooth is mispositioned,<br />

and the second when many subse quent<br />

teeth are mispositioned by the deviation<br />

toler ance. Figure 17 shows the first case<br />

and Figure 18 shows the second case.<br />

In each case the position of the first<br />

tooth with an error may be positive<br />

(comes into contact early) or negative<br />

(comes into contact late). The negative<br />

condition is shown in the two figures.<br />

These effects are simulated by<br />

essentially shifting the profiles either<br />

forward or backward, depending upon<br />

the sign of the deviation. For positive<br />

devi ations, the tooth with the error<br />

comes into contact early and carries a<br />

disproportionate share of the load. The<br />

values of errors used are the sum of the<br />

square of the spacing deviations of the<br />

pinion and the gear, respectively.<br />

Figure 19 shows the plots of root<br />

stresses for five locations across the<br />

face width (similar to Figure 3) for a<br />

modified gear tooth without spacing<br />

errors. Figure 20 shows the stresses<br />

after the addition of the spacing error,<br />

and one notes that the stresses at the<br />

edge of the tooth increase significantly.<br />

Table 5 summarizes the stress values<br />

for positive and neg ative errors for each<br />

case for both A6 and A8 accu racies.<br />

For quality A8 gears, the root stress inconclusions<br />

are:<br />

• Spacing E V deviations: E N They T have S a<br />

large effect on contact and root<br />

stresses, mainly due to transverse<br />

load sharing (up to 50%).<br />

• Runout has a relatively small<br />

effect, but lower quality gears<br />

still may cause an increase in<br />

stresses.<br />

• Microgeometry changes (profile,<br />

lead and misalignment deviations)<br />

significantly affect<br />

contact stresses (5–10%) and<br />

root stresses (10–25%).<br />

• It is important to start a<br />

design with reasonable<br />

profile and lead modifications,<br />

since this reduces the variability<br />

in stresses due to inaccuracies.<br />

• The best modifications do not<br />

totally eliminate corner contact<br />

or tip interference, but do reduce<br />

their effect. If one totally<br />

eliminates tip interference,<br />

stresses will be higher than<br />

those for the“best” modifications<br />

shown here.<br />

• Although the increases in<br />

stress values due to manufacturing<br />

variability appear to be<br />

quite large relative to current<br />

rating practice, one could justify<br />

these effects as being part of<br />

the uncertainty that is part<br />

of the design factor of safety<br />

(difference between design<br />

allowable stresses and material<br />

property stresses) in the current<br />

rating practice.<br />

Even though many manufacturing<br />

variables have been considered in this<br />

study, there are still numer ous factors that<br />

are affected by manufacturing accuracy<br />

that will influence stress values. Several,<br />

such as tooth thickness, center distance<br />

variation, outside diameter variation and<br />

surface finish varia tion, have not been<br />

included and certainly have possibilities<br />

for future studies. Fortunately, many<br />

designers run min/max calculations for<br />

these parameters so they do in a way get<br />

considered in their evaluations.<br />

Acknowledgements<br />

The author would like to thank the<br />

many sponsors of the <strong>Gear</strong> and Power<br />

continued<br />

www.geartechnology.com July 2009 GEARTECHNOLOGY 00 59

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